Year-End 2023 Checklist and Thoughts for the New Year

Planning for Year-End 2023 & Beyond

Looking back, 2023 has flown by which means it’s a great time to take stock of what has occurred to change your outlook and influence change in your life. Definitely important factors like inflation and global instability have impacted all of us. Yet now is the time to look ahead.

With a 2024 presidential election on the horizon, you may be experiencing apprehension as we brace to learn about each presidential candidate’s economic plan. Many important tax laws are set to expire at the end of 2025 that have significant impact on taxpayers if no new tax proposals are signed into law beforehand. Given the political uncertainty, taking some steps now to help mitigate tax implications and better position yourself and your wealth for the future is important.

We have laid out some meaningful considerations for year-end and future planning. Please reach out to your Callan Family Office Relationship Manager to discuss these and other changes for your portfolio.


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